Hybrid Operations Associate: Client Cash & Investments
Listed on 2026-09-25
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Banking Operations
Orion Advisor Technology is seeking an Operations Associate to manage client cash movements and post-investment requests. This hybrid role requires on-site work three days per week at a local office, within commuting distance.
The role supports custodial operations and reporting for Brinker Capital systems. You will execute distribution and liquidation requests, implement model changes, and establish systematic withdrawal and contribution plans, along with standing payment instructions, while
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Client Cash & Investments role at Orion Advisor Technology in KY, United States and grow with us.
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Client Cash & Investments at Orion Advisor Technology.
The Hybrid Operations Associate:
Client Cash & Investments position in the Management & Operations field is open for applications.
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